Small Business Owners

First and foremost, congratulations on being a small business owner. Entrepreneurship is an all-consuming lifestyle that brings highs and lows throughout the journey of establishing and growing the business.

Parsec has more than 35 years of experience working in local communities to help small business owners plan and prepare for their future. Let us help you navigate the financial complexities of owning a business, including overseeing your employee retirement plans and helping you with succession planning.

Providing Financial Guidance to Small Business Owners

Our non-biased, fiduciary approach gives you the assurance that there are no ulterior motives. We provide straightforward and easy-to-understand advice with a clearly defined path forward.

As a Parsec client you would have one central point of contact with your financial advisor, who is supported by a robust team of financial planners, portfolio managers, tax specialists and client service specialists.

You have good reason to trust your company’s future and personal financial well-being with Parsec. With $3.427 billion in assets under management as of Dec. 31, 2020, we have the history and experience to help you and your business succeed.

Topics we prioritize with small business owners:

Financial Planning: We will craft a financial plan that works for your business and for you personally.
Investment Management: We will utilize your financial plan to invest accordingly on your behalf.
Estate Planning: Let us help you determine if and how to factor your business into your estate plans.
Tax Strategy: Our tax team of CPAs will team with your Parsec advisor to provide strategic, proactive and timely tax planning.
Employee Retirement Plans: We have experience working with SEP, SIMPLE, 401(k), and cash balance plans, and will ensure we implement the best plan to fit your needs.